Retail Regional Manager, North Region

Job Summary 

Guided by the Director of Retail Services, the Retail Regional Manager supports and coordinates activities across multiple financial centers to achieve sales, service, operational, and business development goals aligned with UFCU’s strategic plan. This role requires a leader who is present, intentional, and deeply engaged — someone who brings strong business insight, clear direction, and accountable follow‑through to every aspect of regional performance. Regional Managers serve as stewards of the cooperative, building relationships, developing leaders, strengthening community partnerships, and driving market growth while ensuring operational excellence and an exceptional Total Member Experience (TME). 

They play a critical role in guiding branch managers with business performance, analyzing financial and operational drivers, identifying root causes behind results, and developing action plans that improve profitability, production, and member growth. They navigate challenges with professionalism and sound judgment, proactively identify opportunities for improvement, and inspire teams to deliver consistent, member‑focused results. 

The Regional Manager also serves as a champion for member journey improvement by identifying barriers, analyzing member feedback and operational data, and partnering across departments to improve the consistency and quality of the Total Member Experience. 

 

About UFCU 
Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:  

Purposefully Member-Obsessed  

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success. 

Possibilities Reimagined  

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. 

Performance Excellence Rooted in Unwavering Integrity  

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration. 

 

Essential Functions 

Operational Leadership 

• Serves as a champion for member journey improvement by identifying friction points, analyzing member feedback, and partnering across departments to strengthen end‑to‑end member journeys. 
• Supports day‑to‑day operational performance across assigned financial centers. 
• Reinforces adherence to policies, procedures, audit standards, and regulatory requirements. 
• Identifies operational improvement opportunities and partners with leadership to implement enhancements. 
• Reviews performance data and proactively recommends actions to improve efficiency, staffing alignment, and member experience. 
• Partners with Branch Managers to ensure branches maintain lobby readiness, minimize member wait times, and uphold facility tidiness, branding, and atmosphere. 
• Acts as a steward of operational soundness and quality assurance, fostering a culture of service excellence. 
• Partners with Branch Managers to analyze business performance, interpret key financial and operational drivers, and identify root causes behind trends or obstacles. Supports managers in developing targeted action plans that impro